Sold a small part $JNJ (-1,27 %) with a good 50 percent profit and thus $VUAG (-0,12 %) topped up. The aim is to bring the equity allocation below 30% in the long term with ETF purchases and the savings plans.

$VUAG (-0,12 %)
$MEUD (+0,14 %) and $XMME (-0,3 %) increased

Does it make sense $VUAG (-0,12 %) and $VWRL (+0,01 %) to have them together? I realize that the S&P is less diversified and has more of a US focus and it depends on the individual investor profile.

I would just be interested to know if others have both in their portfolio and how you weight the two.

Happy New Year together!

I have revised my intention to include the S&P500 instead of the MSCI World.

After careful consideration, I came to the conclusion that it makes little sense to swap these positions. The MSCI World is more broadly based and has performed better recently.

Conclusion: Yield vultures 😁

Enclosed is my transaction regarding the S&P ETF... I'll keep you up to date.

My savings installment for 2026 is €300 per month - the percentage share of individual shares of approx. 10% is already secured by my current positions and my $MSTR (-0,73 %) savings plan is already secured. No additional options are required.

However, I am always open to suggestions! 🙌🏻

Plan was 3000€ pofo value, with consistent adherence to my plans I will reach the 5000€ mark. We'll see 🫡

Have a great time, enjoy the year and work on your dreams/goals... - TraxiTaxi

I sold part of $ABBN today after hearing about the sale of the robotics division. As my ETF holding is not yet at target, the money will be reallocated here.

Due to the booking of the inherited shares from my father's portfolio, my annual rewind is heavily distorted. Nevertheless, I would like to present my surprising "top performer windfall".

$JNJ (-1,27 %) + 30.21% since the beginning of June

2nd and 3rd place go to the Europe and Emerging Markets ETFs

$MEUD (+0,14 %) +19.84% over one year

$XMME (-0,3 %) +15.8% over one year

The $VUAG (-0,12 %) I've only had it since the middle of the year, when I $XZW0 (+0,23 %) when I reallocated.

The following had a negative impact on performance $1211 (+2,84 %) and $NOVO B (+0,43 %) have had a negative effect. However, I realized the losses here for tax reasons, so I cannot state the performance for the year.

I have reallocated quite a bit this year and am already very happy with my portfolio. I still have my eye on some interesting individual stocks, but my initial goal is to get back to a 70 percent ETF share. This means that next year I will mainly continue with the savings plans, provided I can keep myself under control :)

I wish everyone in the community a Merry Christmas and a successful 2026